Financial Sales and Service Officer

7 days ago

Wyoming, Canada Southwest Regional Credit Union Ltd. Full time

Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 37 hours per week
- Education:

- Expérience:
**Education**:

- College/CEGEP
- or equivalent experience
**Work setting**:

- Credit union
- Rural area
**Tasks**:

- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Complete credit and loan documentation
- Forward irreconcilable accounts for collector action
- Interview applicants for loans
- Open new personal and non-personal accounts, and provide access to automated banking machine, telephone banking and online banking services
- Prepare statements on delinquent accounts
- Promote sale of credit and loan services
- Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
- Review and update credit and loan files
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
**Certificates, licences, memberships, and courses**:

- Investment Funds Institute of Canada (IFIC) Accreditation
**Type of loan experience**:

- Automobile
- Mortgage
- Personal
- Student
**Security and safety**:

- Basic security clearance
- Bondable
- Credit check
- Criminal record check
**Transportation/travel information**:

- Own transportation
- Valid driver's licence
- Willing to travel
**Work conditions and physical capabilities**:

- Attention to detail
- Fast-paced environment
- Large caseload
- Tight deadlines
- Work under pressure
**Experience**:

- 2 years to less than 3 years
**Financial benefits**:

- Bonus
- Pension plan
**Long term benefits**:

- Long-term care insurance
**Other benefits**:

- Paid time off (volunteering or personal days)

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